XES vs VOO

AXES

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,716XES · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.25%XES · $125 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.2%XES and VOO

XES

VOO

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $316MVanguard S&P 500 ETF · $1.00T

+4.5%3 years · per year$11,416 · $18,079+21.8%

+12.1%5 years · per year$17,716 · $17,177+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $110 on $10k1.10%

−29.8%Worst dropSmaller wins−8.9%

32.6%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXES · VOO

4.1%SLB0.1%

3.4%BKR0.1%

4.0%HAL0.0%

Held in common0.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$316M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk	0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$316M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XES vs VOO

XES

SPDR S&P Oil & Gas Equipment & Services

$17,716

VOO

Vanguard S&P 500

$17,177

MeasureXESVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.25%1.10%

5 years, per year+12.1%+11.4%

3 years, per year+4.5%+21.8%

Worst drop · 1Y−29.8%−8.9%

Volatility · 1Y32.6%13.5%

4–2measures won
VOO first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XES, VOO, IVV

Today

92.2%most shared, VOO and IVV

XESVOOIVV

XES—0.2%0.2%

VOO0.2%—92.2%

IVV0.2%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

XES$125 − $35 = $90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee